SPMIX
Price
$26.25
Change
+$0.24 (+0.92%)
Updated
Jul 25 closing price
Net Assets
107.95M
VIMAX
Price
$358.77
Change
+$2.72 (+0.76%)
Updated
Jul 25 closing price
Net Assets
192.45B
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SPMIX vs VIMAX

Header iconSPMIX vs VIMAX Comparison
Open Charts SPMIX vs VIMAXBanner chart's image
Shelton S&P Midcap Index Investor
Price$26.25
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets107.95M
Vanguard Mid Cap Index Admiral
Price$358.77
Change+$2.72 (+0.76%)
VolumeN/A
Net Assets192.45B
SPMIX vs VIMAX Comparison Chart in %
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SPMIX vs. VIMAX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMIX is a Buy and VIMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 192B vs. SPMIX (108M). VIMAX pays higher dividends than SPMIX: VIMAX (1.52) vs SPMIX (0.91). SPMIX was incepted earlier than VIMAX: SPMIX (33 years) vs VIMAX (24 years). SPMIX (0.64) is less costly to investors than VIMAX (0.05). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VIMAX (16.00). SPMIX has a lower initial minimum investment than VIMAX: SPMIX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 17.91 vs. SPMIX (-1.84). VIMAX return over 5 years is better than : 70.91 vs. SPMIX (25.09).
SPMIXVIMAXSPMIX / VIMAX
Total Expense Ratio0.640.051,280%
Annual Report Gross Expense Ratio0.640.051,280%
Fund Existence33 years24 years-
Gain YTD3.5969.82837%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets108M192B0%
Annual Yield % from dividends0.911.5260%
Returns for 1 year-1.8417.91-10%
Returns for 3 years12.0742.1229%
Returns for 5 years25.0970.9135%
Returns for 10 years-3.33132.63-3%
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